Halifax Business Consulting

Services

• Accounting
• Taxation
• Superannuation
• Financial Planning
• Mortgage Finance

Established in 2012, practice has been involved with clients of many industries. Halifax Accountants & Tax Agents is one of Melbourne’s leading firms in the areas of Accounting services, Forensic Accounting, Tax, Superannuation & Financial Planning encompassing all structures including Australian & International companies & Individuals, audit, back office services, Corporate compliance and your ASIC requirement needs. Halifax BC also provides litigation support & business networking options.

Halifax Accountants & Tax Agents is a dynamic and innovative team. We keep all our staff up to date with the latest professional requirements in relation to taxation, accounting and compliance, allowing us to provide comprehensive advice.

Superannuation

Family Superannuation (SMSF) Compliance Package

Halifax has established a package of servcies that will fullfil all of the requirements for managing a complying self managed superannuation fund. Some of the services that can provided within Halifax include:

• Fund and Trust Establishment (See our Fund Establishment Package)
• Superannuation Compliance Services
  • Draft Minutes and Supporting Documentation
  • Draft Investment Strategies
• Technical Consulting Services
• Superannuation Administration
• Account Preparation and Reporting
  • Financial Statements
  • Member Benefit Statements
  • Trustee Annual Report to Members
• Allocated and Complying Pensions
• Actuarial Services
• Taxation Planning, Compliance and Return Lodgement
• ATO Relationship Management
• Fund Audits

Administration and Auditing start from $1,200 (inclusive of GST).

Accounting

• Preparation of periodic and annual Accounts
• Dealing with banking and commercial documentation
• Maintenance of accounting books and records
• Advice of financial management
• Business advice
• Business planning
• Budgeting and cash flow analysis
• Payroll services
• Computer Accounting
• BankLink Advice

Corporate Secretarial Office

• Act as a registered office
• Conduct Company Searches
• Register Business Names
• Register Companies and trusts
• Obtaining Shelf companies
• Structure formation advice
• Maintenance of company statutory records
• Assistance with meetings of directors and shareholders
• Lodgment of statutory documents
• General advice on corporate affairs matters

Bookkeeping

The bookkeeping services offered by the group are presented to clients in a flexible package so that the right solution can be developed for each individual client.  Services can be performed in house or off site.

Some of the services include:

• MYOB/Quickbook Set up
• Training
• Data Entry
• Accounts Payable/Receivable Management
• Financial Reporting
• GST/BAS Compliance
• Staff Supervision
• Systems Review
• Payroll Set up and compliance
• Inventory set up and reporting

Business Services

Business Process Outsourcing & Supplier Selection

Assists in defining business activities and evaluates whether an outsource solution is a viable alternative for those which are non-core. Develop resource strategies and financial modelling for the alternatives.

Compliance Advisory Services

Create a cost-effective compliance framework that integrates compliance with primary business functions to minimise regulatory and reputation risk.

Financial Management

Provides advice on all aspects of management accounting and financial management infrastructure, including budgeting, process reviews, reporting and finance function. Minimising risk from a corporate governance perspective and enables it to use information as a strategic tool to support decision making.

Performance Measurement

Advises companies how to measure the achievement of key result areas through aligning corporate, business unit and individual performance indicators.

Coaching and Mentoring

Provide professional support and guidance to business owners assisting them develop their key skills to operate their businesses with greater effect.

Estate Planning

Although considerable emphasis is placed on wealth creation and protection, another vital aspect of your overall financial strategic development is how your wealth will be distributed after your death.

Estate planning is the process of planning what to do after death to ensure your wishes are carried out that the right assets get into the right hands at the right time thus reducing risk and potential unpleasantness for surviving family members and friends.

A Halifax adviser can help you recognise and identify the objectives and goals of your estate plan and  in conjunction with a qualified solicitor and/or an accountant to prepare a proper estate plan for you. Some of the issues covered will include:

• The need for a valid Will
• Power of Attorney
• Enduring Power of Attorney
• Testamentary Trusts
• Estate Planning Trusts
• Guardianships
• The passing of non-estate assets such as superannuation and life insurance proceeds.

Finance

Halifax has access to independent finance brokers and relationships with Banks, specialising in the provision of tailored personal and commercial finance Solutions.

Tax

The continuing wave of development and changes in the taxation environment has made it difficult for many organisations and indeed individuals to undertake the task of taxation compliance on their own. This has resulted in increased costs, reduced efficiency and little added value.

At Halifax our approach is to help clients respond to these pressures by tailoring quality solutions to your tax compliance needs.

To accomplish this, we focus on the three most important facets of your organisation — people, technology and processes. We can provide you with:

• peak load resourcing or specialist skills from our dedicated tax compliance professionals;
• increased productivity and time savings through leading-edge technologies;
• maximised value for your tax function by implementing streamlined processes.

Our Taxation Services

• General Tax Advice
• Tax Planning
• Tax Audits
• Payroll Taxes & Work cover
• GST & PAYG
• Capital Gains Tax
• Fringe Benefit Tax
• Superannuation Compliance
• Preparation of Individual and Company returns
• Tax structure advice